Excited with my New Mutual Fund

Yes, I got a new mutual fund this year, The SOLDIVO Strategic Growth Fund that I opened last January 29, 2015. I have been reading about this new mutual last year. It was only launched last October 2014 and it's a partnership between Rampver Financial Advisor and Philam Asset Management, Inc, two reputable companies in the field of financial services and  fund management.

This finally completed my mutual fund list. I am also fortunate that Ms Tina of Rampver Strategic Advisor assisted and explained to me the advantage of diversifying and since the share is still below one peso - it has more potential for a higher earnings in the future.
I bought some shares at a NAVPS of .9738 last January 29 and last February 29, 2015 it already breached the Php 1.00 level. And today March 13, the NAV price is again Php 1.0050, o di ba moving na rin sya :)

Here are some important informations about this mutual fund:

Minimum Initial Investment - Php 5,000.00

Minimum additional - Php 1,000.00

Entry Fee - 3.36%

Exit Fee - 1.12%

Holding period - 6 Months

Partner bank for deposits/top-up - BPI

I'm still waiting for their the PAMI's passcode but I was advise that their online facility is still on progress.

I am still in a state of exploring this year, as I feel that I haven't found the perfect financial vehicle that will definitely suit me.  And even if there we're times that I'm financially down, my spirits are still high because I have goals that are clearly written in my head.


Just in the mood of sharing again :)
Have a blessed weekend guyz!!!!!!

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8 comments:

  1. Jing-JingMarch 13, 2015 at 8:40 PM

    congratz po Ms Grace for a new mutual fund :)..FAMI pa lang ako meron,hehe,.have to build emergency fund pa kasi b4 having a 2nd one..

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    Replies
    1. graceMarch 14, 2015 at 4:19 PM

      thanks sis, gusto ko kasi tatlong level ang mutual fund ko, pinakamataas na NAVPS Philequity, sunod FAMI & pinakamababa ngayon ang SOLDIVO. may nakaset aside na ko emergency fund pero kailangan ko pa ring dagdagan.
      Buti ka nga sis, mas maaga ka pang nag-invest sa akin, mas mataas na value ng shares mo ngayon.
      thanks for dropping by sis, god bless!

      Delete
  2. BeeMarch 15, 2015 at 11:33 PM

    Congrats Miss Grace. Hehehe. Pagaralan ko rin yang Soldivo MF na yan. :D Thank you for sharing.

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    Replies
    1. BeeMarch 19, 2015 at 1:33 AM

      Miss Grace, direct ka ba sa Soldivo mismo nag open? Nakita ko rin kasi ito sa IMG. Thanks for your reply. :)

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    2. graceMarch 19, 2015 at 5:25 AM

      Hi sis, sa Rampver din ako nag-open ng Soldivo account ko,....
      Hawak din yata ng IMG un kasi sa prospectus malaki ang share ng kaiser e.
      Pero ka-partner din nila ang Rampver Financials.

      Delete
    3. graceMarch 19, 2015 at 5:27 AM

      If you want to inquire, here's the email of my broker:

      tina.rosales@rampver.com.

      Sila rin kasi tumulong sa akin sa Philequity e,.....

      Delete
    4. BeeMarch 20, 2015 at 1:41 AM

      Thank you Miss Grace for sharing this information. Pagaralan ko pa ito saka basa pa ako. :D Again, congrats sa new mf.

      Delete
  3. Joyce BMay 23, 2022 at 1:15 PM

    Goood reading this post

    ReplyDelete

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